Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 955 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$833,162
+144.3%
6,813
+160.2%
0.04%
+24.1%
Q1 2022$341,0000.0%2,6180.0%0.03%0.0%
Q4 2021$341,000
+30.7%
2,618
+54.2%
0.03%
+31.8%
Q3 2021$261,000
-9.4%
1,6980.0%0.02%
-18.5%
Q2 2021$288,000
+11.6%
1,6980.0%0.03%
+8.0%
Q1 2021$258,000
-30.8%
1,698
-22.7%
0.02%
-35.9%
Q4 2020$373,000
+30.0%
2,1980.0%0.04%
+2.6%
Q3 2020$287,000
+1494.4%
2,198
+2717.9%
0.04%
+533.3%
Q4 2013$18,000
+12.5%
780.0%0.01%
-25.0%
Q3 2013$16,000780.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders